Filed October 20, 2023 (most recent of 2 filings on file)
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,667 | $55,002+101.2% | $59,899+84.8% | $56,289+96.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 9.46% | 1.13%+8.3pp | 3.46%+6.0pp | -9.96%+19.4pp |
| Employer contribution / active EE | $5,590 | $2,448+128.4% | $2,723+105.3% | $2,111+164.8% |
| Participant deferral / active EE | $5,334 | $3,121+70.9% | $3,402+56.8% | $3,350+59.2% |
| Admin fee / account holder | $182 | $236-22.7% | $3,592-94.9% | $521-65.0% |